Best Financial Advisors in Lowell

2022

Alexander Advisors

• Estate Planning
• Retirement Planning
• Tax Preparation
• Tax Planning

Alexander Advisors serves individuals, families, and businesses in Lowell and the surrounding communities. It helps clients in achieving financial independence using its industry experience and professional credentials. It has adopted a financial planning approach that considers clients' tax, estate, and investment plans. Founder David Alexander has been providing wealth management, tax, and business consulting services for almost 30 years. He is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Beyond Your Hammock

• Financial Planning

Beyond Your Hammock is an independent wealth management company that serves clients in Lowell and the surrounding areas. Specially catering to professionals and self-made millionaires in their 30s and 40s, its team of financial advisors provides fiduciary planning programs related to financial planning and investment management. Founder Eric Roberge is a Certified Financial Planner with over 20 years of experience in the industry. The firm has been featured on The Boston Globe, CNBC, The New York Times, and The Wall Street Journal.

BG Financial Planning

• Investment Advisor
• Financial Planning
• Retirement Planning

BG Financial Planning serves the needs of individual clients in and around Lowell. The company aims to help clients reach their financial objectives by offering comprehensive planning solutions which include an in-depth review of clients' finances, retirement planning, cash flow spending strategies, financial checkups, investment planning, and tax preparation. Its financial planners also assist clients by providing college funding advice, educational workshops, and financial seminars. Founding principal Ianka T. Rando is a Certified Financial Planner who has been in the financial services industry since 1997.

Boston Partners Financial Group LLC

• Financial Planning
• Retirement Planning

Boston Partners Financial Group, LLC, is based in Andover that offers services to individuals, business owners, and families in Lowell and nearby areas. It offers a wide variety of financial solutions, including investment, retirement, insurance, and business planning services. It has also partnered with another financial institution, Royal Alliance, to help clients pursue their financial goals. Boston Partners Financial Group, LLC, is an independent firm that has been in the business for two decades.

Claro Advisors

• Estate Planning

Established in 2012, Claro Advisors is an investment advisory firm serving Lowell. Its founder, Ryan Belanger, is a financial planner and Senior Wealth Advisor for the firm. He previously held the position of Vice President at Morgan Stanley, advising clients on wealth management. Claro Advisors offers an array of services, including 401K and 403B investments, investment management, and education, insurance, and retirement income planning. In addition, it oversees cash management plans and monitors budget expenditure.

Cohen Investment Advisors

• Investment Management
• Financial Planning

Cohen Investment Advisors is a financial services company that caters to clients in Lowell. It creates financial plans for individuals and educates them on issues involving taxes. The company combines market data and clients' goals to provide customized recommendations. It also assists individuals through the process of real estate investing. The company has experience pooling funds from multiple investors to help acquire properties. Daniel Cohen, the company's chief investment officer, regularly writes articles for the New Hampshire Business Review.

Compass Financial Services Group Inc.

Compass Financial Services Group Inc. offers a variety of services and products to help Lowell residents achieve wealth. Its advisors assist in creating employee retirement, pension, profit-sharing, college education, and estate plans. They offer advice on putting finances in order, investing money to gain profit, saving money to buy homes, starting businesses, and accumulating retirement income. In addition, they offer life insurance and annuities. Owner Michael Segreve, with over 30 years of experience, holds several certifications, including Chartered Financial Consultant.

Innovative Advisory Group

• Finance Planning

Innovative Advisory Group is a wealth management and financial advisory company that serves individuals and their families in Lowell. Its advising process begins with gathering information regarding the client's current financial situation, from current investments to risk tolerance. Afterward, its staff uses this data to develop plans that utilize investment strategies like portfolio diversification and charitable donations. These plans are regularly reviewed and updated according to the client's current circumstances. Advisors Magazine featured Kirk Chisholm, the company's principal, in an article detailing intergenerational financial advising.

Morton Financial Advice

• Wealth Management
• Financial Planning
• Certified Financial Planner (CFP)

Morton Financial Advice is a fiduciary firm that offers financial planning and wealth management services to clients in Lowell. It serves entrepreneurs and tech professionals, guiding them on how to invest, reduce taxes, and pursue flexibility in achieving their financial objectives. Mike Morton educates clients about managing their cash flow through income budgeting and saving. He reviews insurance and assists in planning for retirement and college education. Morton is a Chartered Financial Consultant and Certified Financial Planner.

Orion Wealth Advisors

• Certified Financial Planner (CFP)

Orion Wealth Advisors is a financial planning company that serves clients in and around Lowell. It caters to impending retirees, retired seniors, and widows and widowers looking for financial stability. The company helps its clients find investment options that match their personal values, such as charities and hospitals. It also reviews their financial records to help them develop savings goals and family support funds. In addition, the company can review applicable benefits for each client, such as Social Security and 401(k) savings.

Peabody Wealth Advisors

• Wealth Management
• Financial Planning
• Certified Financial Planner (CFP)

Peabody Wealth Advisors works with individuals, families, businesses, and nonprofit organizations in Lowell to craft and implement a tailor-made financial plan and strategy. Among the services that the firm offers are investments management and insurance advisories. It also assists in Social Security, Medicaid, and education savings planning. The independent wealth management firm is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. It supports and gives back to local organizations, such as Chamber for Good, Citizens Inn, and the YMCA.

The Bulfinch Group

• Chartered Financial Analyst (CFA)

Founded in 1994, The Bulfinch Group provides a wide range of financial services for individuals, families, and small businesses in Lowell and the surrounding areas. With ?financial advisors, wealth managers, insurance professionals, and business planners in the team, the company offers assistance in customizing retirement planning, estate planning, employee insurance, and corporate benefits solution. Founder Seth Medalie has CLU and CHFC designations. He is also a member of the Boston Society of Financial Services Professionals.

The Financial Advisors LLC

• Financial Planning

The Financial Advisors LLC serves the needs of clients in and around Lowell. With an emphasis on comprehensive financial planning, the firm provides a broad range of financial strategies to help individuals of various life stages achieve or maintain financial independence or security. Advisors take into consideration many facets of a client's wealth to establish a clear roadmap in planning for their future, including cash flow, investments, retirement, real estate, and tax. The firm was founded in 1992 and had four Certified Financial Planners on staff.

The Practical Planner, LLC

• Finance Planning

The Practical Planner, LLC, is an independent financial planning and wealth management firm serving clients in Lowell. It creates comprehensive financial plans that include goal-setting sessions, advisory services, tax planning and preparation options, retirement planning, insurance advice, and estate planning. The firm also helps with customized investment strategies that meet the needs of each client, depending on their risk tolerance, tax situation, and investment needs. The Practical Planner was founded in 1999 by Patricia Konetzny, a Certified Financial Planner with over 20 years of experience.

Wingate Wealth Advisors

• Financial Planning
• Certified Financial Planner (CFP)

Wingate Wealth Advisors is an independent financial planning firm that serves clients in Lowell. It assists individuals and families in achieving financial independence through financial planning, investment management, and retirement planning. The firm works with tax preparers, attorneys, and other financial professionals, to align investment strategies with the economic conditions, needs, and goals of clients. Wingate Wealth Advisors combines financial planning and investment technology to help clients in making informed financial decisions. The firm has 35 years of industry experience.